PAYPER
PAYPER is a B2B SaaS accounting software that offers digital invoicing and financial business management services for small businesses and freelancers.
Role
Lead Product
Designer
Responsibilities
Mobile Redesign
UX Research
UI Design
Prototyping
Usability Testing
Client
Pay Investments
Timeline
Nov '21 - Jun '22
Team
Tools
Problem Statement
Most first-time PAYPER users find it challenging to navigate the mobile app.
What made PAYPER stakeholders
hire my services?
PAYPER's stakeholders aimed to enable mobile users to upload expenses easily. They even developed an MVP mobile app version.
However, they noticed that the mobile retention rate had dropped by one-half despite the availability of a simple mobile solution.
KPI
✦ Upload and review one expense in one minute instead of 02:37 minutes.
✦ Over 78% success rate when uploading and reviewing expenses for the first time.
Objectives
➸ Redesign the MVP with an intuitive navigation menu.
➸ Reorganize the IA.
Challenges
✦ On-the-go mobile app needs to be compatible with fast tasks.
✦ Smooth transition for users due to the app's significant changes and redesign.
Discover
01
We began user research using Microsoft Clarity to observe the behavior of 30 new users at various points during their workday for one week.
We found that most first-time PAYPER users struggle to navigate the mobile app. More than half fail to complete the task, and those who succeed take significantly longer than expected.
+
02:37min
Average duration
42%
Success rate
Main Persona
Sara Abramovich
Freelancer
Background
Sara is an artist offering both art and creative services to clients. She focuses on creating and selling artwork, managing projects, and handling the business aspects of her freelance work. Sara is inexperienced with digital tools and needs a user-friendly solution to manage her finances.
Before redesign
Homepage
Identical CTA buttons
Similar icons without text make it difficult for the user to understand
UI errors
Lack of grids, random color choices, flat UI structure with no hierarchy
Ineffective IA
The search bar as the main section on the home screen is not the ultimate UX for this app's users
Strengths
✓ Upload expenses CTA
✓ User-Friendly Interface
✓ Easy expense upload
Weaknesses
✗ Missing features in the App
✗ Customer service
✗ Bills should still be kept
for records
Strengths
✓ Microcopy
✓ User-Friendly Interface
✓ Easy expense upload
Weaknesses
✗ Hidden expenses button
✗ Missing features in the App
✗ Bills should still be kept
for records
Strengths
✓ Upload expenses CTA
✓ User-Friendly Interface
✓ Scalability
Weaknesses
✗ Aimed at accountants
✗ Missing features in the App
✗ Bills should still be kept
for records
Ideate
02
Solutions
הוצאה חדשה
הוצאות
מסמך חדש
הכנסות
Design
03
Design System
User Flow
Homepage
Menu Buttons
Expenses - Empty state
Document Upload Modal
Insights
04
Results
00:46sec
The new average duration
Before:
2:37 min
90%
The new success rate
Before:
42% success rate
Future Steps
These days, we are working on the PAYPER desktop redesign,
and this is a sneak peek of the high-fidelity wireframe.
Final Thoughts
✦ I've learned and evolved both personally and professionally as a lead UX/UI Product Designer during the PAYPER app redesign process. I gained a deeper understanding of the Accounting and Fintech fields.
✦ The most satisfying part is observing in real time how users engage with the redesigned app and how they understand intuitively the tasks they are supposed to do.
✦ Additionally, it has been a great benefit for me to work closely with the PAYPER developer and be familiar with his challenges and limitations.
✦ It has been a terrific end-to-end experience, and I'm super excited about my next role as a UX/UI Product Designer.
Where to next?
